Palantir and Salesforce: Wedbush's Top AI Software Picks for 2025

We are excited to share Wedbush's top AI software picks for 2025, focusing on Palantir Technologies Inc. (PLTR) and Salesforce, Inc. (CRM). These companies have demonstrated significant potential in the AI space and are poised to lead the market in the coming years.

Palantir Technologies Inc. (PLTR)

Palantir, a software company specializing in data integration and analysis, has built a strong reputation in the government and commercial sectors. Its four principal software platforms—Gotham, Foundry, Apollo, and AIP—contribute to its AI-driven success.

1. Palantir Gotham: This platform enables users to identify patterns hidden deep within datasets, ranging from signals intelligence sources to reports from confidential informants. By leveraging AI to analyze vast amounts of data, Gotham helps users uncover insights and make data-driven decisions. In Q3 2024, Palantir reported a revenue of $725.5 million, surpassing expectations and marking a 30% year-over-year growth, demonstrating the platform's effectiveness in driving business success.
2. Palantir Foundry: Foundry transforms the ways organizations operate by creating a central operating system for their data. It allows individual users to integrate and analyze the data they need in one place, fostering collaboration and streamlined decision-making. The platform's ability to centralize and manage data has contributed to Palantir's strong customer loyalty, as evidenced by its net dollar retention rate improving to 118% in Q3 2024.
3. Palantir Apollo: Apollo is a cloud-agnostic, single control layer that coordinates ongoing delivery of new features, security updates, and platform configurations. This ensures the continuous operation of critical systems, making Apollo an essential component of Palantir's AI-driven success. The platform's reliability and efficiency have helped Palantir maintain a high level of customer satisfaction, as indicated by its strong revenue growth in the U.S. commercial segment (54% increase in Q3 2024).
4. Palantir Artificial Intelligence Platform (AIP): AIP enables responsible artificial intelligence (AI)-advantage across the enterprise by using primary, core components built to effectively activate large language models (LLMs) and other AI within any organization. By providing a robust AI platform, AIP has become a cornerstone of Palantir's business strategy, contributing to its impressive year-to-date stock price increase of 172%.

Palantir's AI-driven success can be attributed to its four principal software platforms, each contributing in unique ways to harness the power of artificial intelligence. These platforms, working in tandem, have allowed Palantir to harness the power of AI and drive its success in both government and commercial sectors.

Salesforce, Inc. (CRM)

Salesforce, a leading customer relationship management (CRM) technology provider, has also made significant strides in the AI space. Its Agentforce 2.0 system is designed to combine cutting-edge consumer data with automation, allowing AI agents to oversee difficult chores and save company expenses. This platform uses high trust layers to ensure effective and safe use of artificial intelligence technologies. Wedbush analysts see this strategy separating Salesforce in a competitive industry and positioning it as a major participant in the next wave of digital labor and automation.

In comparison, Palantir's Artificial Intelligence Platform (AIP) enables responsible artificial intelligence (AI)-advantage across the enterprise by using primary, core components built to effectively activate large language models (LLMs) and other AI within any organization. Palantir's AIP is designed to provide unified access to open-source, self-hosted, and commercial large language models (LLMs) that can transform structured and unstructured data into LLM-understandable objects and can turn organizations' actions and processes into tools for humans and LLM-driven agents.

Both Palantir's AIP and Salesforce's Agentforce 2.0 leverage AI to provide innovative solutions for their respective customers. However, Palantir's AIP is more focused on providing a unified platform for activating large language models and other AI, while Salesforce's Agentforce 2.0 is designed to combine consumer data with automation to save company expenses and oversee difficult chores.

Data Privacy and Security Concerns

Palantir and Salesforce both prioritize data privacy and security in their AI platforms, employing various measures to protect sensitive information and ensure responsible AI use. Palantir's AI Platform (AIP) and Salesforce's Agentforce 2.0 both use encryption, access control, compliance with data protection regulations, and audit trails to ensure data privacy and security.

Conclusion

Palantir and Salesforce appear poised to take the lead among software firms in monetizing artificial intelligence headed into 2025. Their respective AI platforms, Gotham and Agentforce 2.0, offer unique advantages and contribute to their competitive edge in the market. As AI continues to grow in importance, these companies are well-positioned to capitalize on the trend and deliver strong returns for investors.